Essential Planning, Llc. Ishares Tr Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$57.53 - $65.24 $411,339 - $466,465	7,150 New	7,150 $416,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

Morgan Stanley New York, NY

2.11M
Shares

$127 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$117 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$101 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$100 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$67.8 Million
0.05% of portfolio

About ISHARES TR

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